The Black Swans Podcast

Beginning the new season of The Black Swans podcast is Megan Gorman, who breaks down the latest tax proposals in Biden's American Jobs Plan and American Families Plan, which cover child tax credits, c...

10 Maj 202146min

Dominique Mielle is a former partner and senior portfolio manager at hedge fund Canyon Capital, is currently a full-time corporate board director, and ws named as Ernst & Young's 2017 "Top 50 Women in...

22 Mars 202156min

Julia Carreon is a strategic adviser whose specialty is in Gen Z, Wealth Tech & Digital Transformation. Her relentless focus on execution has served her and her teams well. She has led 400+ person tea...

12 Feb 202151min

Have you ever thought about how your personal history, ancestry, and environment plays a role in your money habits? People rarely connect their personal history with their health, wealth, relationship...

2 Feb 202149min

Morgen Rochard is a fee-only CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Registered Life Planner. Prior to founding Origin Wealth Advisers LLC in 2014, Rochard managed portfolios at ...

19 Jan 202147min

Dr. Carrie Mantha returns to the podcast to help us separate fact from fiction on all things CoVID-19. Dr. Carrie Mantha is the managing director of Aporia Capital, a Nordic focused life science vent...

11 Jan 202149min

Shelly Porges is Co-Founder and Managing Partner of The Billion Dollar Fund for Women and Beyond the Billion. She is also a Board Member of the Financial Alliance for Women and on the Advisory Board f...

29 Dec 202043min

Vanessa Wieliczko is the Director of Investments for HoyleCohen Wealth Management, overseeing $2.5 billion in AUM, and serving in the leadership of an RIA with 49 employees, and offices in San Diego, ...

22 Dec 202054min